Position history for Wealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Wealthspire Advisors, LLC holds 1.3M shares of SCHE (SCHWAB STRATEGIC TR), worth $41.4M as of 2026-Q1. The position was increased (+24.6% shares). SCHE represents 0.3% of Wealthspire Advisors, LLC's portfolio.
Current Value
$41.4M
Current Shares
1.3M
Total Value Change
+$18.5M
Total Shares Change
+394,962
Other major holders of SCHE: XPONANCE LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.3M |
+24.6% |
| $41.4M |
| 0.3% |
| $33.61 |
43 |
| 2025-Q4 | Decreased | 1M | -46.8% | $33M | 0.3% | $32.77 | 0 |
| 2025-Q3 | Decreased | 1.9M | -0.7% | $63.2M | 0.3% | $32.33 | 0 |
| 2025-Q2 | Increased | 1.9M | +0.9% | $57.5M | 0.3% | $29.30 | 35 |
| 2025-Q1 | Increased | 1.9M | +101.4% | $52.1M | 0.3% | $26.83 | 57 |
| 2024-Q4 | Increased | 939,135 | +4.5% | $25M | 0.2% | $25.98 | 36 |
| 2024-Q3 | Increased | 899,039 | +4.3% | $26.2M | 0.3% | $27.87 | 36 |
| 2024-Q2 | Decreased | 861,533 | -0.6% | $22.9M | 0.3% | $25.10 | 0 |